Johnson Financial Group Inc (Wisconsin)’s SEI Investments SEIC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-511	Closed	-$39.7K	–	878
2025 Q1	$39.7K	Buy	+511	New	+$41.1K	﹤0.01%	654
2024 Q1	–	Sell	-2	Closed	-$129	–	964
2023 Q4	$129	Buy	+2	New	+$117	﹤0.01%	893
2022 Q1	–	Sell	-1,614	Closed	-$98K	–	795
2021 Q4	$98K	Sell	1,614 -233	-13%	-$14.4K	0.01%	369
2021 Q3	$110K	Hold	1,847	–	–	0.01%	321
2021 Q2	$114K	Sell	1,847 -2,058	-53%	-$128K	0.01%	328
2021 Q1	$238K	Buy	+3,905	New	+$229K	0.02%	251
2019 Q3	–	Sell	-373	Closed	-$21K	–	596
2019 Q2	$21K	Buy	+373	New	+$20.1K	﹤0.01%	402

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SEIC Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 511 shares — an estimated $39.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SEIC in Q2 2019 and held it in 7 quarters. The position peaked at $238K in Q1 2021. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 511 SEI Investments shares in Q2 2025, an estimated $39.7K.
Johnson Financial Group Inc (Wisconsin) first reported a position in SEI Investments in Q2 2019 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s SEI Investments position peaked at $238K in Q1 2021.
564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.